How To Get Roth Conversion Leads

Roth conversions are one of the most powerful conversation starters with pre-retirees and retirees. Taxes are expected to rise, and many people have large pre-tax retirement balances (401(k)s, IRAs) they’re worried about.

This creates urgency — and urgency converts into leads if positioned right.

That’s why Roth conversion leads are so valuable for financial advisors.

In this guide, you’ll learn the best Roth conversion lead generation strategies to get qualified appointments using ads, funnels, and marketing automation.

Want us to help you get Roth conversion leads, appointments and clients? Click here to apply to work with us.

Here’s an example of a client we helped get Roth conversion leads for (he sells both annuities and wealth management services):

🔍 Why Focus on Roth Conversion Leads?

Roth conversions allow clients to:

• Save money on retirement taxes
• Reduce Required Minimum Distributions (RMDs)
• Lower Social Security and Medicare tax penalties
• Pass on wealth tax-free to beneficiaries

But many retirees and pre-retirees are in the dark about this strategy—or think it’s “too late.”

If you offer Roth conversion planning, building a system to generate exclusive, pre-qualified leads can be a game-changer for your business.

Tip: Roth conversions can be a great way to generate retirement tax planning leads and annuity leads.

👉 Need help getting leads like these? Book a free strategy call and we’ll build everything for you.

Best Roth Conversion Lead Generation Strategies

🎯 1. Run Targeted Ads for Roth Conversion Leads

Many retirees want to lower taxes in retirement… but most don’t even know that Roth conversions exist. Ads are the fastest way to put this strategy in front of the right people.

With Facebook’s recent changes, you can’t directly select age ranges (like 55–70) or asset levels anymore. That means your ad messaging and landing page copy must do the work of speaking directly to the right audience. When you say things like “If you’re preparing for retirement and have over $250K saved in a 401(k) or IRA…” you’ll naturally filter for the right people.

How to run effective Roth conversion ads:

• Use tax-focused language that resonates with pre-retirees.
• Create messaging that appeals to those with $250K+ in assets.
• Example hooks:
  • “What if higher taxes cut into your retirement income?”
  • “One strategy could save you thousands in retirement taxes.”
  • “Roth conversions: Smart move or costly mistake?”

💡 Pro Tip: Add urgency in your ads by mentioning tax deadlines — e.g., “Complete your Roth conversion before December 31st.” Scarcity boosts clicks and leads.

👉 Want to see how we can help you run ads that generate Roth conversion leads? Watch our free masterclass training video

📹 2. Create Content (Focus on YouTube Videos)

Ads capture attention, but content builds trust. Roth conversions are complicated — retirees need education before they’ll act. That’s why YouTube videos work so well: they’re discoverable for months (sometimes years) and position you as the advisor who “makes sense of taxes.”

We’ve seen firsthand how powerful this can be.

One of our clients got so many leads from a single Roth conversion video that they actually had to pause their ads because their calendar filled up with appointments. Wouldn’t that be a good problem to have? Imagine needing to slow down your ads because you had too many leads coming in!

Content ideas for Roth conversion videos:

• “3 Roth Conversion Mistakes Retirees Make in 2025”
• “Should You Convert to a Roth Before Taxes Go Up?”
• “Roth Conversions Explained in 5 Minutes”

💡 Pro Tip: Always end your videos with a call-to-action, like “Schedule your free Roth Conversion Analysis today.”

👉 Want to see how we can help you create content that consistently brings in Roth conversion leads? Watch my free masterclass training here.

🔗 3. Build a Dedicated Roth Conversion Funnel

You’ve got attention. Now you need a way to convert it. Sending people to your homepage won’t work — you need a funnel built for Roth conversion leads.

Instead of long webinars, a 3–10 minute video sales letter (VSL) works best. This short, clear video explains what Roth conversions are, why they matter, and positions you as the solution.

What to include in your funnel:

1. Landing Page – strong headline like “Get Your Roth Conversion Analysis Before Year-End.”
2. Educational VSL – 3–10 minutes explaining the opportunity.
3. Booking Form – ask qualifying questions (age, retirement savings, goals).
4. Thank You Page – confirm the next steps and encourage preparation.
5. Testimonials/Success Stories (if compliance allows) – social proof increases trust.

💡 Pro Tip: Keep your funnel simple. One clear message, one clear CTA.

👉 Want to see how we can help you build a Roth conversion funnel that actually converts? Watch my free masterclass training here.

📧 4. Nurture Leads With Automated Email Follow-Up

Not every lead will book a call right away. In fact, most won’t. That’s why email follow-up is essential.

Email nurturing allows you to stay top-of-mind and build trust over weeks and months. This is especially important for Roth conversions since many retirees wait until the year-end deadline to act.

Email ideas for nurturing Roth conversion leads:

• Answer FAQs (“Am I too old for a Roth conversion?”).
• Share case studies or stories about tax savings.
• Send reminders about year-end tax deadlines.

💡 Pro Tip: Write your emails like you’re talking to one person. Keep them short, clear, and end with a direct next step.

👉 Want to see how we can help you create email sequences that convert Roth conversion leads into booked calls? Watch my free masterclass training here.

📊 5. Track, Measure & Optimize

Even the best campaigns need optimization. Without tracking, you won’t know which ads, videos, or emails are actually producing clients.

The good news? Once you measure results, you can double down on what’s working and cut what isn’t.

Key metrics to track:

• Cost per lead (CPL) – how much each new lead costs.
• Cost per appointment – how much you’re paying for booked calls.
• Show-up rate – % of people who actually attend.
• Client conversion rate – % of calls turning into clients.

💡 Pro Tip: Focus on quality, not just quantity. A few highly qualified Roth conversion leads are far more valuable than dozens of unqualified ones.

👉 Want to see how we can help you optimize campaigns and get better results over time? Watch my free masterclass training here.

💡 Best Lead Magnet for Roth Conversion Prospects

Most advisors offer generic PDFs or webinars… but what actually converts best?

👉 A short Video Sales Letter (VSL).

At Skyline Social, we specialize in building VSL funnels—because they consistently outperform other types of lead magnets when it comes to generating qualified, booked appointments.

Instead of sending leads a downloadable guide or long-form webinar, we recommend a 2–7 minute video that:

• Explains the cost of inaction (e.g. future retirement tax burden)
  
• Introduces Roth conversions as the solution
  
• Ends with a simple offer: “Book your free Roth Conversion Roadmap call”

Here are 3 strong VSL funnel angles that work well:

• ✅ “Free Roth Conversion Calculator & Tax Test”
  
• ✅ “Retirement Tax Roadmap: How to Save $300K+ in Taxes”
  
• ✅ “Are You Paying Too Much in Retirement Taxes? Take the 3-Minute Roth Quiz”

🧠 Each of these hooks works great as a headline for your VSL landing page and ad copy.

🎥 Want to see how a VSL funnel works from start to finish? Watch our free strategy video

🔁 Best Ad Angles for Roth Conversion Lead Generation

These angles work great on Facebook, YouTube, TikTok, and even organic content:

1. “Most Retirees Will Pay 2X More in Taxes Than They Need To…”

A bold hook that speaks to hidden tax risks and opens the door to your Roth solution.

2. “How Roth Conversions Can Save You $400K+ in Taxes”

Backed by real case studies or projections, this builds curiosity fast.

3. “The Retirement Tax Window Is Closing…”

Use urgency based on age (e.g., age 73 RMDs), current tax brackets, or sunset provisions.

Tip: Combine these with short-form video ads and a landing page funnel for best results.

🧠 We can write, design, and manage all your Facebook and YouTube ads for Roth conversion funnels. Book a strategy call to see how.

🌐 Best Marketing Platforms for Roth Conversion Leads

Choosing the right platforms is key to attracting quality leads at the best cost. Here’s how the most popular options stack up:

📊 Platform Comparison Table

Platform	Best For	Avg. Cost per Appt	Pros	Cons
Facebook Ads	Cold outreach, wide targeting	$200–$300	Fast testing, great scale, flexible budget	Older prospects may scroll past
YouTube Ads	High-quality leads with buying intent	$300–$400	Long-form video builds trust	Slightly higher cost, video setup
Google Ads	Capturing search intent	$400–$500+	Great for retargeting or warm traffic	Expensive keywords, smaller volume
YouTube Organic	Long-term lead generation	Free (after setup)	Evergreen content, builds authority	Requires consistent content effort

✅ Not sure where to start? We’ll help you pick the right platform and run everything for you. Let’s build your campaign together. Click here to schedule a call.

🎯 Who Makes the Best Roth Conversion Leads?

The ideal Roth lead:

• Age 55–70
• $250K–$2M+ in pre-tax accounts (401(k), IRA)
• Concerned about taxes, RMDs, or legacy planning
• Open to strategies their CPA isn’t offering
• Open to getting an annuity (if it helps for their situation)

You can ask qualifying questions like:

“Do you currently have over $250K in pre-tax retirement accounts?”
“Are you concerned about future taxes in retirement?”

🧠 What to Say on the Appointment

Once a lead books, don’t “sell” Roth conversions—show them the math.

You could say:

“Based on your tax bracket, RMD age, and Social Security timeline, you’re on track to pay over $400K in retirement taxes. A partial Roth conversion strategy could potentially reduce that by over 40%.”

Then offer to build out a complete Roth Conversion Roadmap.

🧠 This is where you move from education → action.

🚀 How We Help Advisors Generate Roth Conversion Leads

At Skyline Social, we help financial advisors consistently book 10–30+ qualified appointments per month with pre-retirees interested in tax strategies like Roth conversions.

We build everything for you:

• ✅ Done-for-you Facebook & Instagram Ads
• ✅ High-converting VSL funnel
• ✅ Pre-qualified Roth conversion leads on your calendar
• ✅ Email & SMS automation
• ✅ Lifetime support

🎥 See how it works: Watch our masterclass

🚀 Conclusion & Call to Action

Roth conversions aren’t just a tax strategy — they’re one of the best lead generation opportunities for financial advisors in 2025. By combining ads, YouTube videos, funnels, emails, and ongoing optimization, you can consistently attract qualified pre-retiree clients who want to talk to you.

👉 Want to see how we can help you generate Roth conversion leads in your business? If so, here are the next steps:

👉 Watch our free video training
or
👉 Book your free strategy call

📚 Frequently Asked Questions